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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,631 | $176,077+125.8% | $159,455+149.4% | $167,518+137.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 9.52% | 331.83%-322.3pp | 263.63%-254.1pp | 478.71%-469.2pp |
| Employer contribution / active EE | $2,368 | $5,298-55.3% | $4,830-51.0% | $4,838-51.1% |
| Participant deferral / active EE | $10,118 | $7,751+30.5% | $7,353+37.6% | $6,342+59.5% |
| Admin fee / account holder | $2,527 | $12,556-79.9% | $10,800-76.6% | $12,312-79.5% |